Small Business Owner Retirement Plans
Date and Time
Friday Jul 3, 2026
9AM First Friday of the month
Location
Virtual - Zoom link provided upon registration
Fees/Admission
Free - Must register by e-mailing pamela.malcolm@edwardjones.com
Contact Information
Pamela Malcolm 206-489-0035
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Small Business Owner Retirement Plans
Description
About
Decisions, decisions When choosing a small business retirement plan, the decision typically comes down to two primary issues:
1. What do you want to accomplish with the retirement plan?
2. As the business owner, how much flexibility do you need?
Retirement plan options for small businesses
• Simplified employee pension plan (SEP IRA)
• Savings incentive match plan for employees (SIMPLE IRA)
• 401(k) plan
• Defined benefit plan
1. What do you want to accomplish with the retirement plan?
2. As the business owner, how much flexibility do you need?
Retirement plan options for small businesses
• Simplified employee pension plan (SEP IRA)
• Savings incentive match plan for employees (SIMPLE IRA)
• 401(k) plan
• Defined benefit plan
